Manage Users | Migration Guide | Zoho Creator Help

Manage Users

This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version.
This document provides a brief understanding of how the Users feature of Creator 6 is different from the existing feature in Creator 5.

Current: Users settings are available in both App Settings and Account Setup. You can add users, assign permissions, and define data sharing rules.

To access users, go to application > Click Settings > Select Users. The Users section will appear.

C5 - Settings

C5 - Add user

To add user, go to application > Click Settings > Select Users > Click Add User button > Enter details and add user.

C5 - Add User

To add developer, go to application > Click Settings > Select Users > Click the dropdown on Add User button > Select Add Developer.

C5 - Add Developer

To export and import users, go to application > Click Settings > Select Users > The Export button is available on the page. Click the dropdown on Add User button > Importuser option will appear.

Creator 6: In Zoho Creator 6, the management of the account and some application settings are upgraded to account-level. So, the Account Setup module is deprecated from this version. The features in account setup are moved to Manage section that is available in the home page. Users related configurations have been unified as a separate module under Manage. You can add users and manage users, assign roles, and enable access to flow integrations and analytics.

To access users, go to home page > Select Users on the left navigation. The Users section will appear.

C6 - User

To add user, go to home page > Select Users on the left navigation > Click Add User button > Enter details and add user.

C6 - Add user

To add user or developer, go to home page > Select Users on the left navigation > Click Add User button > The pop-up has both options to add as User or as Developer.

To add administrator, go to home page > Select Users on the left navigation > Click the dropdown on Add User button > Select Administrator > The add administrator pop-up will appear.

C6 - Administrator

The new version has the option to switch to the following views: All Users, Administrator, and Super Admin view. The availability of the views depend on the type of user.

For instance, if you are logged in as a user, only that type of view will be available.

 


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION










                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Custom access permissions for app users

                                                                                                        Requirement Create custom permissions for an application and assign them to relevant users. Use case In a human resources management application, users need to be assigned with different access levels, based on their designation. For example, ...
                                                                                                      • Assign permissions dynamically to users in the application

                                                                                                        Requirement When a customer is added to the application, the application is instantly shared with the user, with the required permissions. Use Case In the order management application, a customer might sign up on the go once the business is live. All ...
                                                                                                      • Import users

                                                                                                        To import users: Click the Users option under the Manage section in the left pane. Click the More button. Choose the Import Users option from the drop-down. The import users pane will appear. Here, you can also bulk import users from a file provided ...
                                                                                                      • Delete users

                                                                                                        To delete users: Click on the Users option under the Manage section in the left pane. A list of users will be displayed. Navigate to the required user and click the More button. In the list choose Delete option. A warning popup will be displayed. ...
                                                                                                      • Deactivate users

                                                                                                        To deactivate users: Click the Users option under the Manage section in the left pane. A list of users will be displayed. Navigate to the required user and click the More button. In the drop down list choose the Deactivate option. The user will be ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources